Order workflow and statuses

Overview

Orders follow a lifecycle: pending, confirmed, packaging, ready for pickup, forwarded, on the way, delivered and completed, with cancelled, rejected, on-hold and returned branches.

Purpose

Move orders through their stages correctly so stock and reporting stay accurate.

Step-by-step guide

1. Open an order and use the status control to advance it to the next valid status.
2. Confirm to reserve stock; forwarding deducts stock from the warehouse.
3. Use On hold to pause and resume an order.
4. Cancel or reject to release reserved stock.

Common mistakes

• Trying to skip statuses; only valid transitions are allowed.
• Forgetting that forwarding is the point where stock is deducted.

Best practices

• Keep statuses up to date so the dashboard and reports reflect reality.
• Use On hold instead of cancelling when an order is only paused.

FAQ

Why can I not change a status?

Only the next valid transitions are offered for the current status.

When is stock reserved vs deducted?

Reserved on confirm, deducted on forwarded, released on cancel or reject.